Fixed income markets have had a rough go of it in the last couple months....
The opening quarter of 2026 brought more shocks to the global economy and capital markets, culminating with the conflict in the Middle East – capital markets are being resilient....
Geopolitical tensions in the Middle East and significant energy supply disruptions are reshaping the global economic and market landscape....
From the day Donald Trump took the presidential oath of office for his second term, substantial changes impacting the global order were set in motion....
Barely 11 weeks into the new year and investors’ psyches are already rubbed raw from the quantity of big-picture, arc-bending issues they’ve faced....
The conflict in the Middle East continues to disrupt commodity and financial markets and cloud the economic outlook....
Private credit has had a rough go of it lately after an extended period of heady growth and robust investor enthusiasm....
When the U.S. and Israel launched joint military operations against Iran last Saturday, traders initially showed remarkable restraint. That changed as the week wore on, however, and hostilities intensified rather than resolved....
February brought many developments to capital markets. For well-diversified investors, it was another strong month: global stock markets outside the U.S. rose – some sharply – and bonds also rallied....
Capital markets have a long history of looking past geopolitical events. An initial (and often sharp) risk-off reaction is typically followed by recovery as investors return to focusing on fundamentals....